Geometric Wealth Advisors American Centy ETF Tr Avantis Transaction History
Geometric Wealth Advisors
- $417 Million
- Q1 2024
A detailed history of Geometric Wealth Advisors transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geometric Wealth Advisors holds 52,825 shares of AVUS stock, worth $4.8 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
52,825
Previous 52,825
-0.0%
Holding current value
$4.8 Million
Previous $4.31 Million
9.75%
% of portfolio
1.13%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$271 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$251 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$235 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$205 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$204 Million1.44% of portfolio